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Back to CLE Catalog

Self-Paced Online

There's No Excuse for Financial Elder Abuse!

Published by Consumer Attorneys of San Diego
and Tennessee Trial Lawyers Association


Register Now
$79 for Association Member
$99 for Non-Member

Duration: 75 minutes

Register now for immediate access to this program.

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Questions?
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If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.
Summary
How vulnerable are your aging Parents and clients to financial abuse and exploitation? What particular acts are they most vulnerable to? Who is advising them about their money – is it financial planning or fleecing? What are they being sold and how much are they losing? What does this mean for your inheritance? How can seniors be protected against abuse and what remedies are available to victims?

Fraud is often thought to refer to stranger-induced scams such as fake credit card schemes, lottery and prize promotions, and phony investment sales--typically sold through the internet, tele-marketing, or by direct mail. However, most financial abuse is committed by “trusted others” – individuals such as relatives, caregivers, fiduciaries, and other professionals or advisers who are in close relationships with a vulnerable senior and, therefore, in a position to exploit that relationship.

Presenters
Kimberly Swierenga, Esq., MBA

Kimberly Swierenga, Esq./MBA specializes in helping clients who have been victimized by the predatory practices of financial... Read MoreKimberly Swierenga, Esq./MBA specializes in helping clients who have been victimized by the predatory practices of financial advisors, insurance agents, title companies, banks and others in the financial services industry. Her practice focuses on litigation relating to elder financial abuse, improper annuity and life insurance sales, trust-mill schemes, Veterans' benefits scams, unfair/fraudulent business practices, Business & Professions Code §17200 (UCL) claims, and consumer legal remedies act (CLRA) claims.

She was awarded Consumer Advocate of the Year by Consumer Attorneys of San Diego (2016), is a past finalist for the prestigious state-wide CAOC Street Fighter of the Year award (2015), Consumer Champion by the Consumer Federation of California (2015), named a Super Lawyer Rising Star since 2015, named a Top Attorney in San Diego since 2016, and is a graduate of Gerry Spence's Trial Lawyers College (2011). Ms. Swierenga sits on the board of directors for the San Diego plaintiff's bar, is the 2018 chairperson of the Elder Law section of the San Diego County Bar Association, and is a court-appointed mediator for Superior Court and Probate Court in San Diego. She is licensed to practice law in California, Minnesota and Washington D.C.

Ms. Swierenga partners with non-profits in an effort to educate attorneys and the general public about the growing peril of financial elder abuse and supports legislative efforts to strengthen statutory protections for consumers and elders. Please reach out to her if you would like her help in your community. Her email address is ElderFraudFighter@gmail.com   Read Less


Originally Published
April 12, 2018

Program Titles and Supporting Materials
This program contains the following components:
  • There's No Excuse for Financial Elder Abuse! - Video
  • There's No Excuse for Financial Elder Abuse! - Paper 1

How To Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

 Click on jurisdiction for specific details  
AZ, CA, MO, NC, NH


Refund Policy
SeminarWeb and Tennessee Trial Lawyers Association programs are non-refundable.

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